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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,042 | $94,436+1.7% | $115,599-16.9% | $82,637+16.2% |
| Participation rate | 86.5% | 70.4%+16.1pp | 74.3%+12.2pp | 68.1%+18.4pp |
| Annual return | 13.93% | 18.37%-4.4pp | 111.10%-97.2pp | 53.51%-39.6pp |
| Employer contribution / active EE | $6,819 | $2,324+193.5% | $2,955+130.7% | $2,552+167.2% |
| Participant deferral / active EE | $2,764 | $3,955-30.1% | $4,889-43.5% | $4,126-33.0% |
| Admin fee / account holder | $6,847 | $10,328-33.7% | $12,841-46.7% | $7,339-6.7% |